We are live on ! Find out more
LEN icon

Lennar Class A
LEN

1,019 hedge funds and large institutions have $38.4B invested in Lennar Class A in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 347 increasing their positions, 379 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 64

36% more call options, than puts

Call options by funds: $976M | Put options by funds: $717M

11% more capital invested

Capital invested by funds: $34.5B → $38.4B (+$3.95B)

9% more funds holding in top 10

Funds holding in top 10: 22 → 24 (+2)

8% more funds holding

Funds holding: 946 → 1,019 (+73)

8% less repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 379

1.45% less ownership

Funds ownership: 95.52% → 94.06% (-1.5%)

Holders
1,019
Holders Change
+73
Holders Change %
+7.72%
% of All Funds
14.68%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
149
Increased
347
Reduced
379
Closed
64
Calls
$976M
Puts
$717M
Net Calls
+$259M
Net Calls Change
+$439M

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$186M
2
BlackRock
BlackRock
New York
+$107M
3
Invesco
Invesco
Georgia
+$71.8M
4
DCP
D1 Capital Partners
New York
+$71M
5
BWA
Brave Warrior Advisors
New York
+$68.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$605M
2
Capital World Investors
Capital World Investors
California
-$226M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$155M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$114M
5
Millennium Management
Millennium Management
New York
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1001
Ancora Advisors
Ohio
$1.47K – – –
CPG
1002
Cornerstone Planning Group
New Jersey
$1.42K +$1.35K +9 New
WPWM
1003
Western Pacific Wealth Management
Illinois
$1.38K +$1.2K +8 New
JWM
1004
Janiczek Wealth Management
Colorado
$1.2K +$601 +4 +133%
PCTC
1005
Perkins Coie Trust Company
Washington
$1.2K – – –
S
1006
Sachetta
Massachusetts
$1.19K – – –
GFPC
1007
Global Financial Private Client
Florida
$1.18K – – –
VCM
1008
Versant Capital Management
Arizona
$1.03K – – –
ADL
1009
Asset Dedication LLC
California
$1K – – –
TFA
1010
Transamerica Financial Advisors
Florida
$1K – – –
JPWM
1011
Jamison Private Wealth Management
Georgia
$860 +$751 +5 New
CTA
1012
Colonial Trust Advisors
South Carolina
$688 -$7.67K -51 -93%
TWP
1013
TFO Wealth Partners
Ohio
$688 – – –
NL
1014
NVWM LLC
Pennsylvania
$688 +$601 +4 New
ECM
1015
Everence Capital Management
Indiana
$457 – – –
SWA
1016
SOA Wealth Advisors
New York
$351 – – –
WA
1017
WestEnd Advisors
North Carolina
$344 – – –
LFG
1018
Larson Financial Group
Missouri
$172 – – –
AWM
1019
Activest Wealth Management
Florida
$103 – – –
DWM
1020
Dogwood Wealth Management
Kansas
$5 – – –
SC
1021
Stephens Consulting
Michigan
$1 – – –
Point72 Asset Management
1022
Point72 Asset Management
Connecticut
– -$155M -1,029,247 Closed
CU
1023
CQS (US)
New York
– -$40M -277,387 Closed
PHK
1024
Point72 Hong Kong
Hong Kong
– -$16.4M -113,626 Closed
VC
1025
Vision Capital
Ontario, Canada
– -$9.88M -68,488 Closed
39 40
41
42 43

LEN Hedge Fund Activity: Q1 2024 in Review

1,019 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q1 2024, worth a combined $38.4B — up 11% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new LEN positions and 64 closed out — a net gain of 85 holders — while 347 added to existing stakes and 379 trimmed.

The largest buyer was Marshall Wace, adding an estimated $186M. The largest seller was Morgan Stanley, cutting an estimated $605M.

  • 1,019 institutional investors held Lennar Class A (LEN) as of Q1 2024, up from 946 in Q4 2023.
  • Funds reported $38.4B of Lennar Class A stock for Q1 2024, up 11% quarter-over-quarter.
  • 149 funds opened new Lennar Class A positions in Q1 2024 and 64 closed out, a net change of +85 holders.
  • The largest Lennar Class A buyer in Q1 2024 was Marshall Wace, an estimated $186M added.
  • The largest Lennar Class A seller in Q1 2024 was Morgan Stanley, an estimated $605M sold.

Based on aggregated 13F filings for Q1 2024.